Your Trusted Partner in Personal Financial Advisory
@UM provides the right personal advisory services customized to help you achieve your financial goals with confidence. Whether you’re planning for retirement, building an investment portfolio, managing debt, or protecting your family with the right insurance, our expert advisors deliver practical and smooth guidance to simplify complex financial decisions. Designed to meet the unique needs of individuals and families across Canada, our approach offers personalized strategies, transparent advice, and ongoing support.
We empower you with clear financial roadmaps, smart tax planning, and proactive wealth management solutions, giving you the flexibility to adapt as life changes. With @UM by your side, you gain access to trusted expertise, quality monitoring of your financial health, and seamless guidance at every stage of your journey. Experience financial clarity and peace of mind today.
Features of Personal Advisory
Financial Review
Assess income, expenses, assets, and liabilities to build a strong financial base.
Goal Planning
Identify short term and long term financial goals to create a clear roadmap.
Investment Strategy
Build personalized investment plans that align with your goals and risk tolerance.
Retirement Planning
Evaluate retirement needs and develop strategies for long term financial security.
Tax Planning
Analyze tax situation and apply strategies to reduce liabilities and maximize savings.
Risk Insurance
Assess insurance needs and recommend solutions to protect your family and assets.
Benefits of Personal Advisory
Better Decisions
Make informed financial decisions with expert advice based on your personal situation.
Financial Clarity
Gain clear understanding of your finances to plan confidently for your future.
Tax Efficiency
Optimize your tax position with strategies designed to reduce liabilities legally.
Risk Reduction
Minimize financial risks through professional assessment and proper insurance coverage guidance.
Time Savings
Save time by letting experts manage complex financial planning and strategy.
Wealth Protection
Safeguard your assets and future with expert risk management guidance.
Why Choose Us?
At @UM International, we understand that every financial situation is unique. Our team of experienced financial advisors provides personalized guidance based on your goals and circumstances. We focus on clear strategies that simplify complex decisions and empower you to achieve financial clarity and confidence. With a strong understanding of Canadian financial regulations, we help you build a sustainable financial future. Our service goes beyond one-time advice. We provide continuous support, regular financial reviews, and timely adjustments as your life evolves. Choose @UM International for trusted expertise, transparent advice, and a results-driven approach to personal financial success.